Anic Equity¶
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Total return since start: 0.62 %¶
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Equity now: -----------------------------> 49485.03 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45423.82 Kr¶
PnL: ---------------------------------------> 367.82 Kr¶
DD now: ---------------------------------> -6.844 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:29:57.283960'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Sedana Medical | 93 | 6.660000 | 2739.780000 | 218.780000 | 8.680000 | 2521.000011 |
| Hennes & Mauritz B | 9 | 1.510000 | 1685.880000 | 216.880000 | 14.760000 | 1468.999998 |
| Orrön Energy | 180 | 3.890000 | 2136.600000 | 93.600000 | 4.580000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 3.960000 | 1008.000000 | 47.000000 | 4.890000 | 960.999996 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Sagax B | 4 | 3.650000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| Atrium Ljungberg B | 5 | 2.680000 | 978.000000 | 43.000000 | 4.600000 | 935.000000 |
| Catena | 2 | 3.340000 | 830.000000 | 38.000000 | 4.800000 | 792.000000 |
| JM | 6 | 1.910000 | 894.600000 | 30.600000 | 3.540000 | 864.000000 |
| Hoist Finance | 35 | 0.520000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Hexatronic Group | 12 | 2.160000 | 989.040000 | 22.040000 | 2.280000 | 966.999996 |
| Gränges | 9 | 1.750000 | 944.100000 | 16.100000 | 1.730000 | 927.999999 |
| Byggmax Group | 33 | 1.870000 | 970.860000 | 14.860000 | 1.550000 | 956.000001 |
| BioGaia B | 8 | 0.770000 | 941.600000 | 11.600000 | 1.250000 | 930.000000 |
| Bilia A | 8 | 0.800000 | 907.200000 | 7.200000 | 0.800000 | 900.000000 |
| EQT | 4 | 0.870000 | 835.200000 | 3.200000 | 0.380000 | 832.000000 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| Biotage | 7 | -0.370000 | 939.400000 | -1.600000 | -0.170000 | 940.999997 |
| ASSA ABLOY B | 3 | -0.390000 | 772.800000 | -6.200000 | -0.800000 | 779.000001 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| OX2 | 13 | -0.350000 | 937.300000 | -12.700000 | -1.340000 | 949.999999 |
| VEF | 909 | 0.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| Addnode Group B | 11 | -1.340000 | 889.350000 | -31.650000 | -3.440000 | 921.000003 |
| SKF B | 5 | -2.550000 | 908.250000 | -31.750000 | -3.380000 | 940.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Indutrade | 5 | 1.680000 | 1180.500000 | -37.500000 | -3.080000 | 1218.000000 |
| Latour B | 4 | 0.050000 | 818.400000 | -38.600000 | -4.500000 | 857.000000 |
| Hexagon B | 26 | 0.920000 | 3421.600000 | -39.400000 | -1.140000 | 3461.000010 |
| BHG Group | 97 | 3.440000 | 1401.650000 | -57.350000 | -3.930000 | 1458.999989 |
| Bufab | 3 | -0.910000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| INVISIO | 16 | -0.440000 | 3584.000000 | -105.000000 | -2.850000 | 3689.000000 |
| TOTAL | 45423.820000 | 367.820000 | -6.84355% | 45056.000411 |
Updated:¶
'2023-07-04 10:30:14.226966'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
